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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Icon Wealth Partners
1876
Icon Wealth Partners
Texas
USD 945 M +USD 26.4 M +3% 5.6% – 439 10.93% 2.3
Provident Investment Management
1877
Provident Investment Management
Michigan
USD 945 M +USD 22.1 M +2% 9.28% 90.8% 75 2.67% 3.8
Mount Yale Investment Advisors
1878
Mount Yale Investment Advisors
Colorado
USD 944 M +USD 53.5 M +6% 8.01% 81.9% 524 16.6% 2.3
Bell Bank
1879
Bell Bank
North Dakota
USD 944 M -USD 1.43 M -0.2% 4.34% 71% 203 16.26% 4.4
Armstrong Advisory Group
1880
Armstrong Advisory Group
Massachusetts
USD 942 M +USD 95.5 M +11% 4.86% 55.6% 833 10.08% 0.5
Stonebridge Capital Advisors
1881
Stonebridge Capital Advisors
Minnesota
USD 941 M +USD 64.9 M +7% 6.06% 80.1% 1,022 17.32% 2.7
TCV Trust & Wealth Management
1882
TCV Trust & Wealth Management
Virginia
USD 940 M +USD 39.8 M +4% 6.31% 75.3% 198 9.09% 6.1
Salomon & Ludwin
1883
Salomon & Ludwin
Virginia
USD 940 M +USD 101 M +12% 6.35% 52.6% 176 8.52% 2.2
Lindbrook Capital
1884
Lindbrook Capital
California
USD 939 M +USD 86.2 M +10% 7.65% 35.8% 2,925 12.48% 2.5
Willis Johnson & Associates
1885
Willis Johnson & Associates
Texas
USD 938 M +USD 95.4 M +11% 4.11% 50.9% 133 13.53% 1.5
Wesleyan Assurance Society
1886
Wesleyan Assurance Society
United Kingdom
USD 936 M +USD 73.5 M +9% 8.39% 102% 103 1.94% 3.5
Fragasso Financial Advisors
1887
Fragasso Financial Advisors
Pennsylvania
USD 935 M +USD 57.5 M +7% 6.5% 73.7% 238 11.34% 3
Koshinski Asset Management
1888
Koshinski Asset Management
Illinois
USD 933 M -USD 90.7 M -9% 5.51% 76.5% 671 27.57% 2.4
Texas Capital Bank Wealth Management Services
1889
Texas Capital Bank Wealth Management Services
Texas
USD 932 M +USD 69 M +8% 6.96% 81.9% 238 23.95% 1.6
Blackhill Capital
1890
Blackhill Capital
New Jersey
USD 932 M +USD 36 M +4% 6.12% 212% 53 5.66% 8.6
Crescent Grove Advisors
1891
Crescent Grove Advisors
Illinois
USD 932 M +USD 70.1 M +8% 5.76% 64.1% 310 15.81% 2.8
BCM
1892
Bayesian Capital Management
New York
USD 931 M +USD 123 M +15% 10.6% 107% 1,150 70.17% 0.2
Novare Capital Management
1893
Novare Capital Management
North Carolina
USD 931 M +USD 50.9 M +6% 7.51% 76.5% 180 9.44% 4.2
New York Life Insurance Company
1894
New York Life Insurance Company
New York
USD 931 M -USD 177 M -16% 7.97% 61.5% 9 22.22% 2.5
Lutz Financial Services
1895
Lutz Financial Services
Nebraska
USD 930 M +USD 53.5 M +6% 3.38% 35.3% 82 8.54% 3.2
Wedmont Private Capital
1896
Wedmont Private Capital
Pennsylvania
USD 929 M +USD 171 M +23% 5.82% 87.5% 532 20.3% 0.9
Meeder Advisory Services
1897
Meeder Advisory Services
Ohio
USD 929 M +USD 60.8 M +7% 6.45% 91.4% 453 9.71% 0.4
Pembroke Management
1898
Pembroke Management
Quebec, Canada
USD 928 M +USD 13.5 M +1% 7.81% 105% 66 9.09% 3.3
Invictus Private Wealth
1899
Invictus Private Wealth
Colorado
USD 927 M +USD 77.3 M +9% 8.48% 84.2% 93 9.68% 0.4
MIM
1900
Marco Investment Management
Georgia
USD 925 M +USD 38.3 M +4% 7.43% 127% 210 8.1% 6.3